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Advisor OS’s Blackrock BLK Stock Holding History

Advisor OS’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$629K Sell
654
-10
-2% -$10.3K 0.04% 271
2026
Q1 		$639K Sell
664
-317
-32% -$334K 0.05% 257
2025
Q4 		$1.05M Buy
981
+158
+19% +$173K 0.08% 158
2025
Q3 		$960K Sell
823
-30
-4% -$33.5K 0.08% 160
2025
Q2 		$895K Buy
853
+51
+6% +$48.2K 0.09% 166
2025
Q1 		$759K Buy
802
+136
+20% +$133K 0.09% 162
2024
Q4 		$683K Buy
666
+310
+87% +$315K 0.08% 172
2024
Q3 		$338K Buy
356
+31
+10% +$26.8K 0.03% 301
2024
Q2 		$256K Buy
325
+56
+21% +$43.7K 0.03% 332
2024
Q1 		$224K Buy
+269
New +$216K 0.03% 358
2022
Q1 		– Sell
-952
Closed -$871K – 202
2021
Q4 		$871K Buy
952
+16
+2% +$14.6K 0.18% 122
2021
Q3 		$785K Buy
936
+1
+0.1% +$896 0.17% 111
2021
Q2 		$819K Sell
935
-300
-24% -$253K 0.17% 101
2021
Q1 		$931K Buy
1,235
+2
+0.2% +$1.45K 0.21% 84
2020
Q4 		$889K Buy
1,233
+711
+136% +$472K 0.24% 58
2020
Q3 		$295K Sell
522
-434
-45% -$248K 0.12% 81
2020
Q2 		$520K Buy
+956
New +$483K 0.31% 64

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's BLK Position: Q2 2026 in Review

Advisor OS reduced its Blackrock (BLK) stake by 1.5% in Q2 2026, selling an estimated $10.3K and leaving 654 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #271.

Advisor OS first reported a position in BLK in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.05M in Q4 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Advisor OS held 654 shares of Blackrock worth $629K as of Q2 2026.
  • Advisor OS sold 10 Blackrock shares in Q2 2026, an estimated $10.3K.
  • Blackrock made up 0.04% of Advisor OS's portfolio in Q2 2026, its #271 holding.
  • Advisor OS first reported a position in Blackrock in Q2 2020 and has held it in 17 quarters since.
  • Advisor OS's Blackrock position peaked at $1.05M in Q4 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.